Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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